

Managing your loans through times of trouble
Economic downturn. Changes to interest rates. You know what’s coming, right? An increase in troubled loans. Which means an increase in...

Rebecca Mendoza
Jan 19, 2023


5 Tips to Erase Servicing Action Overwhelm
You’re drowning in details and SBA paperwork. Interest-rate changes are creating a deluge of SBA Servicing Actions. The economic slowdown...

Lori N. McCausland
Jan 6, 2023


5 Tips on Planning for the New Year
Yes, it’s December. We’re having a hard time believing that too – the year has whizzed by – but December it is, and that means it’s...

Rebecca Mendoza
Dec 8, 2022


Past due loans? 5 Quick Tips
Sixty days goes by fast. And suddenly you have an SBA loan, or even several SBA loans, that are 60 days past due. What now? Everything...

Rebecca Mendoza
Oct 13, 2022


The clock is ticking … don’t miss SBA’s deadlines!
Do you have a list of all the SBA deadlines for your Standard 7a and Small SBA 7a loans? They’re essential to protect the guaranty,...

Rebecca Mendoza
Sep 23, 2022


How to Find Time – even when there’s never enough
Let’s face it: there’s never enough time. And there are so many SBA requirements to remember. You’re behind before you even start! Just...

Rebecca Mendoza
Sep 9, 2022


Where in the world are the loan files?
Remember when “file stacking” was actually a Thing? Or did I just date myself? In case that was (ahem) before your time – it used to be...

Lori N. McCausland
Aug 25, 2022


Checklist? We don’t need no silly checklist!
Has your brain ever convinced you that it remembers exactly how to complete a task? Perhaps it whispered to you that checklists are for...

Lori N. McCausland
Aug 4, 2022


Common SBA Servicing Errors
(and what to do about them) Your SBA loan guarantee may be at risk during the eligibility, closing and funding stages if not documented...

Rebecca Mendoza
Jul 20, 2022


5 Reasons to Keep Training your SBA Team
We’ve been receiving a lot of requests for training – and we love that our clients rely on us to help them make sure their SBA teams are...

Lori N. McCausland
Jul 7, 2022


Make SBA Loan Disbursements Easy (and error-free)!
You’d think disbursing a loan would be easy. Ha. Just when you think you have it down, a Borrower throws a curveball. Loan Disbursement...

Rebecca Mendoza
Jun 22, 2022


Components of a Great Procedure
What Makes a Great Procedure? So – you want to update (or write from scratch!) your procedures? YAY. If you’ve followed us at all, you...

Lori N. McCausland
Jun 8, 2022